Business Columnists

The negative articles about the stock market are getting harder to defend in the wake of the strongest earnings in four years, plus 4% GDP growth.

Although property developers are starting to reschedule their finances, it’s just the first step in addressing China’s ongoing property crisis.

Right now, it feels like we are back in 1998. Next year is shaping up to be like 1999, which was my best performing year.

In an acknowledgment of China’s precarious financial situation, Beijing has begun to engineer a massive program of bank mergers, starting in Henan Province.

The last week of October is a seasonally strong period, and an early “January effect” appears to be underway.

For the world’s poorest countries, Beijing has gone from an investing partner to a hard-nosed creditor.

The market outlook remains positive and has now become earnings-driven, which should propel the market into the year end, outside of any Black Swan event.

To boost consumer spending and revive China’s struggling economy, Beijing is targeting the used car market—a step, to be sure, but far less than what is needed.

The issues with China are far from over, but the trend remains positive, and if earnings go well, no one will be surprised to to see new highs by year’s end.

In general, we don’t need to fear any government shutdown, which is usually positive for stocks.

Trump administration strikes back at China’s global ports and shipping dominance.

Now Mexico has joined the United States and others and turned against China trade.

Prepare for a strong year-end rally and an even more spectacular 2026. I want you to ignore all the bearish naysayers, hang on, and enjoy the ride.

China’s economic troubles highlight the substantial debt accumulated by its authorities, making it more challenging for Beijing to revive the economy.

The negative articles about the stock market are getting harder to defend in the wake of the strongest earnings in four years, plus 4% GDP growth.

Although property developers are starting to reschedule their finances, it’s just the first step in addressing China’s ongoing property crisis.

Right now, it feels like we are back in 1998. Next year is shaping up to be like 1999, which was my best performing year.

In an acknowledgment of China’s precarious financial situation, Beijing has begun to engineer a massive program of bank mergers, starting in Henan Province.

The last week of October is a seasonally strong period, and an early “January effect” appears to be underway.

For the world’s poorest countries, Beijing has gone from an investing partner to a hard-nosed creditor.

The market outlook remains positive and has now become earnings-driven, which should propel the market into the year end, outside of any Black Swan event.

To boost consumer spending and revive China’s struggling economy, Beijing is targeting the used car market—a step, to be sure, but far less than what is needed.

The issues with China are far from over, but the trend remains positive, and if earnings go well, no one will be surprised to to see new highs by year’s end.

In general, we don’t need to fear any government shutdown, which is usually positive for stocks.

Trump administration strikes back at China’s global ports and shipping dominance.

Now Mexico has joined the United States and others and turned against China trade.

Prepare for a strong year-end rally and an even more spectacular 2026. I want you to ignore all the bearish naysayers, hang on, and enjoy the ride.

China’s economic troubles highlight the substantial debt accumulated by its authorities, making it more challenging for Beijing to revive the economy.